Y & H Soda Foundation
- Assets
- $99.8m
- Revenue
- $1.0m
- Investments
- $98.5m
- Employees
- 0
- Location
- Moraga, CA
- Founding
- 06/1968
- Data as of
- 12/2023
- EIN
- 94-1611668
Organization Overview
Y & H Soda Foundation is located in Moraga, CA. The organization was established in 1968. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Y & H Soda Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Y & H Soda Foundation generated $1.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (19.8%) each year. All expenses for the organization totaled $7.6m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Y & H Soda Foundation has awarded 51 individual grants totaling $3,954,026. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alfred Dossa Director | 5 | $40,000 | |
Judith A Murphy Treasurer | 5 | $40,000 | |
James Dye Vice Chairman | 5 | $40,000 | |
William Mcleod Director | 5 | $40,000 | |
Rosemary Soda Secretary | 5 | $40,000 | |
Diana Bermudez Chairman | 5 | $40,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Aspect Capital Limited | 12/30/23 | $103,260 |
Panagora Asset Management Inc | 12/30/23 | $78,906 |
Silver Rock Financial Lp | 12/30/23 | $574,543 |
Pacific Investment Management Company Llc | 12/30/23 | $329,688 |
Meketa Investment Group Inc | 12/30/23 | $118,667 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $3,221,294 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$2,211,504 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,009,790 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $240,000 |
| Other employee salaries and wages | $919,643 |
| Pension plans, employee benefits | $234,818 |
| Interest | $3,000 |
| Taxes | $85,235 |
| Depreciation | $128,023 |
| Occupancy | $41,925 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $883,600 |
| Total operating and administrative expenses | $4,041,772 |
| Contributions, gifts, grants paid | $3,553,063 |
| Total expenses and disbursements | $7,594,835 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $98,939 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $68,718 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $98,484,763 |
| Net Land, buildings, and equipment | $1,107,181 |
| Other assets | $0 |
| Total assets | $99,759,601 |
| Accounts payable and accrued expenses | $49,084 |
| Grants payable | $850,000 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $173,814 |
| Total liabilities | $1,072,898 |
Grants Awarded
Over the last fiscal year, Y & H Soda Foundation has awarded $850,000 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
HOUSING ECONOMIC RIGHTS ADVOCATES PURPOSE: EAST BAY FORECLOSURE AND DEBT LEGAL ADVOCACY | $100,000 |
MUJERES UNIDAS Y ACTIVAS PURPOSE: GENERAL OPERATING SUPPORT | $150,000 |
CALIFRONIA COLLABORATIVE FOR IMMIGR PURPOSE: GENERAL SUPPORT | $75,000 |
VILLAGE COMMUNITY RESOURCE CENTER PURPOSE: GENERAL OPERATING SUPPORT | $75,000 |
MONUMENT IMPACT PURPOSE: GENERAL SUPPORT | $75,000 |
HIJAS DEL CAMPO PURPOSE: GENERAL SUPPORT | $150,000 |